Heartland Small Cap Value Strategy Q1 2026 Portfolio Activity
The Heartland Small Cap Value Strategy returned 6.64% in the first quarter of 2026, outperforming the Russell 2000® Value Index, which gained 4.96%. The fund initiated a position in an ultra-low-cost airline during the prior year when shares were trading at lower levels. Portfolio activity and performance details were published by Heartland Advisors on Seeking Alpha.
- ▪The Heartland Small Cap Value Strategy gained 6.64% in Q1 2026.
- ▪The Russell 2000® Value Index returned 4.96% over the same period.
- ▪Heartland Advisors initiated a position in Allegiant Travel Company in the previous year.
- ▪The report was published on Seeking Alpha on April 30, 2026.
- ▪The portfolio includes holdings in companies such as i3 Verticals, Inc. and Chiron Real Estate Inc.
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